CIK: 0001715740
申报总市值
US$26.0亿
仅显示前 200 大持股（共 1085 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | 股票-能源 | 8.34% | +1.26% | -3.63% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.11% | -0.43% | -0.72% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 6.09% | -0.40% | +9.02% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.18% | — | -0.60% | |
| 5 | IQLT | Ishares Msci International Q | ETF-其他 | 4.01% | — | +1.57% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 4.00% | — | +13.87% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.92% | +0.33% | +0.57% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.55% | — | +1.19% | |
| 9 | UITB | Victoryshares Core Intermedi | ETF-其他 | 2.98% | -0.05% | +153.64% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.46% | — | +1.09% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 2.22% | -0.06% | +1.95% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 2.08% | — | +38.47% | |
| 13 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.02% | -0.02% | — | |
| 14 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.82% | — | +54.11% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.61% | -0.21% | -13.99% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.17% | +2.74% | |
| 17 | XCEM | Columbia Em Core Ex-china | ETF-新兴市场 | 1.29% | — | +2.92% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.06% | -0.14% | +11.78% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | -0.34% | -5.29% | |
| 20 | CAT | Caterpillar INC | 股票-工业 | 0.76% | — | -11.13% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | — | +2.75% | |
| 22 | PCAR | Paccar INC | 股票-工业 | 0.71% | -0.18% | -9.49% | |
| 23 | HON | Honeywell International INC | 股票-工业 | 0.68% | — | +7.15% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | +0.11% | -0.87% | |
| 25 | BLKCHF | Blackrock INC | 股票-其他 | 0.67% | — | -1.02% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | -0.13% | +15.47% | |
| 27 | CME | Cme Group INC | 股票-金融 | 0.65% | — | +48.67% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.61% | — | +13.25% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.61% | -0.15% | -0.31% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.60% | — | -0.51% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.59% | — | -1.56% | |
| 32 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.59% | — | -0.61% | |
| 33 | PNC | Pnc Financial Services Group | 股票-金融 | 0.58% | — | -1.46% | |
| 34 | NFLX | Netflix INC | 股票-通信服务 | 0.58% | +0.07% | -9.16% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.11% | +1.93% | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.58% | — | -9.71% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | — | +0.44% | |
| 38 | DUK | Duke Energy CORP | 股票-公用事业 | 0.56% | — | +2.25% | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.54% | — | -0.46% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.54% | — | -4.23% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.53% | — | +1.42% | |
| 42 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.53% | +0.07% | -1.88% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | — | -0.17% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | — | +5.42% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.51% | — | +4.03% | |
| 46 | WMB | Williams Cos INC | 股票-能源 | 0.51% | — | -0.77% | |
| 47 | AMAT | Applied Materials INC | 股票-科技 | 0.50% | -0.11% | +2.40% | |
| 48 | T | At&t INC | 股票-通信服务 | 0.47% | — | +1.67% | |
| 49 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.47% | — | +242.55% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | — | +3.14% |